GR8 Platform Updates: September Highlights

The season changes, but the operators’ priorities remain the same: keep payment flows visible, protect valuable players, and launch campaigns with less manual effort.

We designed this release to support that. Explore predictive segmentation, payment analytics, cashback mechanics, and other GR8_TECH updates across UBO and CRM that improve day-to-day decisions and product performance.

📈 What Operators Improve with These Updates 

• Analyze deposit and withdrawal performance in one place;
• Identify valuable players at risk of churn or failed-deposit abandonment;
• Reduce multi-currency campaign setup work;
• Make cashback and tournament campaigns easier to manage and discover.

📊 Unified Back Office (UBO)

The latest UBO improvements give payments, operations, CRM, finance, and affiliate teams a clearer view of player activity and transaction data.

Payments Analytics in UBO

Get a deeper look into deposit and withdrawal activity with a new Payments section in UBO Analytics. It brings player-level and payment-method reporting into one place, with data updated in near real time.

Value for operators:

• Review payment performance in a single space;
• Compare payment systems and methods over time;
• Identify high-value players, payment anomalies, and potential issues earlier.

Report coverage:

• Deposits & Withdrawals by Player: View lifetime deposit and withdrawal amounts alongside player contact details, monitor individual payment history, identify high-value players, and retrieve relevant contacts for campaigns—all with the ability to filter results by registration date;
• Deposits & Withdrawals by Period: Analyze payment activity for a selected period, broken down by player, payment system, and payment method, filtering results by payment creation date;
• Flexible Data Views: Apply standard filters, switch currencies and timezones, sort results, and use pagination;
• Controlled Access: Mask sensitive payment data by default, enabling teams to unmask it via permission requests. 

GGR, NGR & Predictive ML Metrics in Segment Engine

Segment Engine now includes Casino and Sportsbook GGR and NGR metrics from 7 days to Lifetime, as well as ML Retention Probabilities for the next 7 and 30 days. This update allows operators to build more informed segments by combining real-time player behavior with historical profitability and churn probability. 

Value for operators:

• Identify valuable players who are likely to churn with greater precision;
• Build more relevant VIP, retention, and reactivation campaigns.

What’s new:

• Financial Segmentation: Create segments based on Casino or Sportsbook GGR and NGR across multiple timeframes;
• Predictive Retention Metrics: Use ML Retention Probabilities to identify players who may churn within the next 7 or 30 days;
• Daily Data Labels: All batch metrics include an [Updated Daily] tag in Segment Builder, making data changes fully transparent.

Available segment update rules:

• Daily-Only Segments: Segment by only daily metrics (e.g., Total NGR 3 Months > $1,000) to get updates once a day;
• Mixed Segments: Combine daily metrics with real-time conditions (e.g., Lifetime Casino NGR > $5,000 and Failed Deposit Count > 0) to track segment updates every 15 minutes.

Practical value behind mixed segmentation:

The setup helps operators work more effectively with high-value players.

For example, Segment Engine can classify a player as high-value based on their daily or lifetime NGR. If that player then has a failed deposit, the real-time condition adds them to the relevant segment within 15 minutes. Teams can use the segment to trigger a VIP support pop-up or a specific bonus to save the conversion. 

Affiliate ID in Player List and Player Info

Track players by acquisition source more easily with Affiliate ID in UBO. The update helps teams review traffic from individual partners and investigate users associated with potentially untrusted affiliates.

What’s new:

• Player List Filter and Column: Find players by Affiliate ID directly in the Player List;
• Sorting: Sort players by Affiliate ID for faster partner-level analysis;
• Player Info: Review the player’s Affiliate ID in the new Marketing Tags block;
• CSV Export: Include Affiliate ID in exported player data.

Clearer Balance Analysis in Player List

We’ve refined how balances are displayed, filtered, and analyzed across mono-currency and multi-currency accounts. 

Why it matters:

• Clearer Financial Context: Real Balance reflects liquid funds, while Total Balance includes Real, Bonus, and Locked balances;
• Tailored Workflows: Operations, Payments, and Anti-Fraud teams can focus on Real Balance, while CRM and VIP teams can review Total Player Balance.

Key changes:

• New Default Column: Total Balance (Reg. Currency) replaces Available Balance as the default view across all account types;
• Real Balance Column: Add Real Balance to the table through Column Settings manually at any time;
• Currency Filter: Select whether the filter applies to Total Balance or Real Balance using the mandatory toggle;
• Balance Sorting: Add the required balance type or currency through Column Settings and sort players by the selected column.

Deductions Breakdown and Transaction Statuses

Payment reviews now include more context at the transaction level. Teams can view deductions data and statuses in UBO and Player transaction history to clearly understand the final paid amount and track every payment through its processing stage.

Key updates:

• Deductions Breakdown in UBO: Hover over Paid Amount in transaction monitors and history to see taxes, where enabled for the brand, and fees for unwagered deposits, where the automation wager fee is enabled;
• CSV Export: Export taxes and wager-fee deductions for further analysis;
• Transaction Details: Review the applied fees and taxes in the relevant player transaction;
• Transaction Statuses: Track the processing stage throughout the player’s transaction history.

⭐ Customer Relationship Management (CRM)

This CRM release reduces manual work in multi-currency campaign setup, adds more control over cashback logic, and streamlines player journey and gamification management for the teams.

Automated Currency Prefillment

Setting up multi-currency campaigns can involve up to 140 currency-related entries. With Currency-based Prefillment across CRM entities, teams can now populate related values faster while reducing manual input and configuration errors.

Value for operators:

• Faster campaign setup;
• Fewer manual data-entry errors;
• More time for CRM managers to focus on campaign strategy and optimization.

How it works:

• One-Click Currency Propagation: Enter a value in one currency-related field and let the system populate the corresponding values for all currencies in the group based on the centralized exchange rate table;
• CRM Operational Rate Management: Configure a dedicated CRM Operational Rate for currency pairs:

– Auto Mode: By default, the CRM Operational Rate follows the Market Price;

– Manual Mode: Authorized users can set a custom rate when a promotional or business-specific rate is required;

– Controlled Updates: Changes to the global rate table do not automatically modify values in live campaigns, keeping active promotions stable.

Instant Cashback in the Level Program

You asked for faster cashback delivery, and we implemented that. The new Instant Cashback type grants eligible cashback immediately after a qualifying bet is settled, adding a quicker reward option to the Advanced VIP Level Program.

Supported cashback types: 

• Instant;
• Daily;
• Weekly;
• Monthly.

Key functionality:

• Immediate Reward Granting: Issue cashback right after a qualifying bet is settled;
• Odds Range Configuration: Define which odds ranges are eligible for cashback;
• Daily Cashback Limit: Set a maximum cashback amount per player per day;
• Calculation Logic: Instant Cashback supports one calculation formula (Instant Cashback = Bets x %);
• Level Program Logs: Review the required information for all cashback types in the updated logs.

More Accurate Net Spend Cashback

We’ve improved the calculation logic for Instant Cashback (Net Spend) to give operators more control over bonus eligibility and promotions.

What’s new:

• Deposit Calculation: The formula now includes only deposits that have not been used in other bonus mechanics;
• Promotion Management: Operators can select which promotions and which promotion statuses to include in the cashback eligibility check.

Balance Switcher Updates 

We continue to improve the Balance Switcher to make financial management even more convenient for players. In this release, we have added two major features that significantly improve navigation and speed up access to key transactions.

Value for operators:

A clearer withdrawal path and a clearer balance view can reduce player friction in key cashier actions.

What’s new:

• Withdrawal Button: Let players open the cash-out flow directly from the Balance Switcher;
• Currency Segmentation: Filter balances by All, Crypto, or Fiat.

Journey Scheduler: Launch Preview

The new Launch Preview in Journey Builder lets CRM teams review upcoming schedules, currently running executions, and completed launches in one interface.

Why it matters:

• Less guesswork around recurrence settings;
• Ability to catch potential timezone-related issues before saving a Journey;
• Simplified access to historical launch data without leaving Journey Builder.

Launch Preview functionality:

• View Schedule Button: Appears automatically after all required recurrence fields are configured;
• Current Tab: Displays upcoming Planned launches in chronological order and the currently running Current launch;
• History Tab: Shows completed launch records;
• Date Filter: Lets teams filter the launch list by a selected date;
• Backward Compatibility: Automatically maps historical logs for legacy Journeys and places them in the History tab.

Deposit Activity and Deposit Collection Settings

CRM teams can now configure the Time to Make a Deposit parameter in days, hours, and minutes, rather than days only. This adds more flexibility to the timing setup for the Deposit Activity and Deposit Collection flows, especially when a campaign depends on a short post-trigger window.

ℹ️ Time to Make a Deposit—The timeframe within which a player must make a deposit to meet the condition.

Tournament Widget in Gamification

We’ve brought Gamification Tournaments into CMS UBO with a new Tournament Widget. It displays active tournaments in a visual card format, helping players discover them and see the most important information without navigating to a separate page.

Value for operators:

• More Flexible Promotion Placement: CRM and content teams can control where active tournaments appear across widget-based pages;
• Better Product UX: Only eligible players see the tournaments, which prevents the interface from cluttering and improves discovery.

How it works:

• Flexible Placement: Add the widget to any widget-based page in CMS UBO;
• Tournament Visuals: Configure the card background image while creating the tournament in CRM BO → Gamification;
• Eligibility Logic: Set up tournament segmentation and eligibility in CRM BO;
• Relevant Display: Automatically display the widget only to players eligible to participate.

Explore more precise payment insights, test the value of new segmentation metrics, and make tournaments more visible to players with the Knowledge Hub guidelines or the GR8_TECH Support Team.